Clarify the client’s goals, motivations, and requirements

Define budget, financing structure, timelines, and constraints

Present the relevant investment landscape

Explain the acquisition process

Establish a clear profile of the ideal target asset

Conduct intensive field scouting to identify suitable opportunities

Shortlist three to four top candidate assets

Present assets through videos, photography, location mapping, preliminary profitability assessment 

Italy: Prepare and submit an offer on the selected asset; Cyprus: agree on principle terms through a reservation letter

Secure the asset with a deposit and temporarily remove it from the market

Collect and review asset documentation, including title registration, ownership records, encumbrances, approved plans and permits

Conduct architectural review and physical survey (Cyprus: optional, when required)

Open a bank account to channel funds and process bill payments (Cyprus: AML / KYC bank procedures)

For leveraged investors, coordinate and secure mortgage approval

Finalize the business model and profitability assessment

Cyprus: negotiate and finalize agreement terms with the vendor and execute the agreement;
Italy: stamp the accepted offer with the tax authorities to render it legally binding

Cyprus: for non-EU citizens, obtain the required governmental permit to acquire property 

Receive tax authority and municipal approvals (vendor obligation)

Transfer funds for completion (equity and/or mortgage proceeds)

Define the operating strategy: short-term rental (Airbnb / Booking), long-term tenancy, or personal use

Introduce the client to vetted property management and cleaning service providers

Transfer ownership through title deed registration and complete payment in full

Farmhouses/Villas: introduce trusted maintenance personnel, gardener, pool service providers

Apartments: introduce the building-management company

Transfer utility accounts into the buyer’s name, including electricity, water, gas, internet, and cable TV 

Renovation and/or furnishing of the property, where required (optional)

Short-term rentals: Cyprus: obtain MOT registration; Italy: obtain CIR, CIN, and required police approvals

Short-term rentals: launch, advertise, and optimize listings

Long-term rentals: structure and execute tenancy agreement